Kickstand Ventures’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Kickstand Ventures’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$280K	Buy	2,904 +217	+8%	+$20.6K	0.05%	122
2026 Q1	$249K	Sell	2,687 -10	-0.4%	-$950	0.05%	118
2025 Q4	$254K	Sell	2,697 -22	-0.8%	-$2.07K	0.05%	104
2025 Q3	$259K	Buy	2,719 +24	+0.9%	+$2.25K	0.06%	100
2025 Q2	$253K	Sell	2,695 -85,190	-97%	-$7.84M	0.06%	93
2025 Q1	$8.23M	Buy	87,885 +83,617	+1,959%	+$7.69M	2.12%	15
2024 Q4	$379K	Sell	4,268 -332	-7%	-$30.5K	0.1%	67
2024 Q3	$420K	Sell	4,600 -164	-3%	-$14.5K	0.11%	61
2024 Q2	$400K	Sell	4,764 -1,982	-29%	-$163K	0.11%	62
2024 Q1	$564K	Sell	6,746 -6,832	-50%	-$551K	0.16%	58
2023 Q4	$1.06M	Sell	13,578 -5,186	-28%	-$387K	0.3%	48
2023 Q3	$1.36M	Buy	+18,764	New	+$1.4M	0.42%	49

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Kickstand Ventures's USMV Position: Q2 2026 in Review

Kickstand Ventures increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 8.1% in Q2 2026, buying an estimated $20.6K and bringing the position to 2,904 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #122.

Kickstand Ventures first reported a position in USMV in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.23M in Q1 2025. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

Kickstand Ventures held 2,904 shares of iShares MSCI USA Min Vol Factor ETF worth $280K as of Q2 2026.
Kickstand Ventures bought 217 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $20.6K.
iShares MSCI USA Min Vol Factor ETF made up 0.05% of Kickstand Ventures's portfolio in Q2 2026, its #122 holding.
Kickstand Ventures first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2023 and has held it in 12 quarters since.
Kickstand Ventures's iShares MSCI USA Min Vol Factor ETF position peaked at $8.23M in Q1 2025.
1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Kickstand Ventures's 13F filing for Q2 2026, filed 30 Jul 2026.